You and Your Referrals are the Pot of Gold for our Business

At Sears Wealth Management, our main goal is to help ensure that our clients and their close friends and family members are equipped to handle their finances. We follow a 5-step process that focuses on the key areas of your financial life:

INCOME PLANNING

• Social Security Plan

• Income & Expense Analysis

• Inflation & Spousal Plan

• Longevity plan

INVESTMENT PLANNING

• Risk Assessment

• Portfolio Fee Review

• Investment Tracking

• Comprehensive Institutional Money Management

TAX PLANNING

• Tax Analysis of Qualified Accounts

• Tax-Deferred Strategies

• Leverage your qualified money to potentially leave tax-free dollars to your beneficiaries

HEALTHCARE PLANNING

• Long Term Care Analysis

• Healthcare Study

• Medicare Planning

LEGACY PLANNING

• Estate & Income Tax Planning

• Beneficiary Distribution Plan (Ensure that assets are transferred probate free)

• Protect Qualified/IRA Accounts from taxation upon your death

If you know of anyone that could benefit from our financial services, contact us today.